First Capital Advisors Group’s iShares Core S&P 500 ETF IVV Stock Holding History

First Capital Advisors Group’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Hold	0	–	–	–	970
2023 Q1	–	Sell	-65	Closed	-$26.1K	–	215
2022 Q4	$25K	Hold	65	–	–	0.02%	190
2022 Q3	$23K	Buy	+65	New	+$26K	0.02%	171
2018 Q4	$999K	Hold	3,972	–	–	0.75%	34
2018 Q3	$1.16M	Sell	3,972 -24	-0.6%	-$6.88K	0.71%	30
2018 Q2	$1.09M	Hold	3,996	–	–	0.72%	30
2018 Q1	$1.06M	Sell	3,996 -181	-4%	-$49.8K	0.61%	34
2017 Q4	$1.12M	Sell	4,177 -9	-0.2%	-$2.36K	0.71%	37
2017 Q3	$1.06M	Hold	4,186	–	–	0.73%	39
2017 Q2	$1.02M	Buy	+4,186	New	+$1.01M	0.7%	34

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Capital Advisors Group's IVV Position: Q2 2023 in Review

First Capital Advisors Group held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2023 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #970.

First Capital Advisors Group first reported a position in IVV in Q2 2017 and has held it in 9 quarters since. The position peaked at $1.16M in Q3 2018. 2,719 funds tracked by Wall St. Rank hold IVV as of Q2 2023.

First Capital Advisors Group held 0 shares of iShares Core S&P 500 ETF worth $1 as of Q2 2023.
First Capital Advisors Group left its iShares Core S&P 500 ETF share count unchanged in Q2 2023.
iShares Core S&P 500 ETF made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #970 holding.
First Capital Advisors Group first reported a position in iShares Core S&P 500 ETF in Q2 2017 and has held it in 9 quarters since.
First Capital Advisors Group's iShares Core S&P 500 ETF position peaked at $1.16M in Q3 2018.
2,719 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.